WorkerKitJoin the waitlistAI workers for Onboarding
AI workers for onboarding walk a new customer or hire through their first steps and create the records to support it. WorkerKit controls which systems they may set up.
No kits are published for Onboarding yet.
What is a Onboarding AI worker?
A onboarding AI worker is an AI agent set up to run the onboarding job unattended, guiding a new customer or hire through initial steps and creating the accounts, tasks, and records that support them. It typically touches Gmail and Outlook mail, Asana, ClickUp, and Jira tasks, HubSpot and Salesforce records, and Notion pages, acting only within the systems and permissions you have approved.
What these workers do
Kick off a new-hire task list
Creates a standard onboarding checklist in Asana for each new hire, assigns owners, and sends a welcome mail with what to expect first.
Set up a new customer record
Creates the HubSpot record and a shared Notion space for a new customer so the account team starts with everything in one place.
Send a staged welcome sequence
Sends a paced series of getting-started emails over the first week so a new customer is guided through setup at a comfortable rhythm.
Provision onboarding docs in Drive
Creates a folder of starter documents in Google Drive from a template so each new hire or client has their materials ready on day one.
How a Onboarding AI worker runs
What it connects to
When it runs
What stays under your control
Onboarding questions, answered.
What can an onboarding AI worker set up automatically?
It creates the records, tasks, and welcome messages you scope for a new hire or customer. An onboarding worker can build an Asana checklist, a HubSpot record, and a Drive folder, then send a welcome. WorkerKit limits exactly which systems it may write to, so setup happens only where you approved and every creation is logged.
How is an onboarding worker different from data entry?
Onboarding runs a whole first-steps sequence across systems, data entry transcribes information into one record. An onboarding worker provisions tasks, records, and welcome messages together for a new person. A data-entry worker instead types details from a form into fields. One orchestrates a launch, the other captures data.
Will an onboarding worker email a new customer on its own?
Only if you grant send, otherwise it prepares the welcome for your approval. You decide whether an onboarding worker sends its getting-started sequence automatically or leaves drafts to review. WorkerKit keeps send behind an explicit permission, so a new customer hears from you only when you allow it, and every message is logged.
Can an onboarding worker touch existing records?
You scope it to create new setup and can keep existing records protected. An onboarding worker's job is standing up what a new person needs, not editing your live data. WorkerKit lets you limit it to creating in the systems you approve, so established records stay untouched and every write is recorded.